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Accelo + Copper

Create or update Accelo contacts for new Copper leads

Effortlessly streamline your sales process with this Copper to Accelo workflow. Whenever a new lead is added in Copper, it will create or update a contact in Accelo, ensuring your client information stays up-to-date. Save valuable time and focus on closing deals while this automation handles your contact management.

Effortlessly streamline your sales process with this Copper to Accelo workflow. Whenever a new lead is added in Copper, it will create or update a contact in Accelo, ensuring your client information stays up-to-date. Save valuable time and focus on closing deals while this automation handles your contact management.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    AcceloAccelo
    Create/Update Contact

    Creates a new contact or updates a contact if it already exists.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
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accelo logo

About Accelo

Accelo manages all your client work in one place, making your business more profitable and you less stressed.
Help

Related categories

  • Project Management

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